BALCHEM CORP (BCPC)

Quarterly Report Filed: 2026-04-30

Key Insights

Q1 2026 filing shows continued operations across three main segments: Human Nutrition and Health, Animal Nutrition and Health, and Specialty Products, indicating diversified revenue streams across consumer health and industrial markets.
Company maintains active credit facilities with a 2022 Credit Agreement including revolving credit options, suggesting adequate liquidity management and financial flexibility for operational needs and potential strategic initiatives.
Filing includes detailed intangible asset tracking (customer lists, trademarks, developed technology rights) with established amortization schedules, reflecting significant acquisition history and need to monitor goodwill impairment risks in specialty chemicals/nutrition sectors.
Comprehensive equity compensation programs (employee stock options, restricted stock, performance shares) are in place, indicating competitive talent retention strategies typical for specialty chemical companies requiring specialized expertise.

Current Report Filed: 2026-04-30

Key Insights

Balchem reported Q1 2026 earnings on April 30, 2026, for the quarter ended March 31, 2026, indicating continued regular financial reporting and operational activity.
The filing is a standard earnings announcement 8-K with no material agreements, leadership changes, or extraordinary events disclosed, suggesting routine quarterly results communication.
The press release is attached as Exhibit 99.1 but not incorporated by reference, meaning investors should review the actual earnings announcement for specific financial metrics, guidance, and management commentary to assess performance.

Annual Report Filed: 2026-02-20

Key Insights

Balchem Corporation reported strong revenue growth across its Human Nutrition and Health, Animal Nutrition and Health, and Specialty Products segments in 2025, indicating continued market demand for its products.
The company's gross margin and operating margin remained stable year-over-year, suggesting effective cost management and operational efficiency.
Balchem's ongoing investments in research and development, as well as its acquisition strategy, have enabled it to expand its product portfolio and maintain its competitive position in the market.

Current Report Filed: 2026-02-20

Key Insights

Balchem Corporation reported Q4 2025 earnings, providing an update on the company's financial performance.
The filing does not provide any material new information or surprises, suggesting a routine quarterly earnings announcement.
Investors should monitor Balchem's revenue trends, margin changes, and any updates to the company's guidance in future filings.

Current Report Filed: 2026-02-19

Key Insights

Balchem Corporation announced the retirement of William A. Backus, Vice President and Chief Accounting Officer, effective March 31, 2026.
The Board of Directors of Balchem Corporation elected Erin L. Gilson to serve as the new Vice President and Chief Accounting Officer, effective April 1, 2026.
There are no material changes to Ms. Gilson's compensatory arrangement as a result of this election.

Insider Trading Filed: 2026-02-13

Key Insights

Olivier Rigaud, a director of Balchem Corporation, has acquired 870 shares of common stock, increasing his direct ownership to 2,390 shares.
The shares were acquired at no cost, likely through a restricted stock grant which vests one year after the grant date and is subject to transfer restrictions.
Insider buying can be a positive signal, indicating the director's confidence in the company's prospects, though the limited size of the transaction and vesting period should be considered.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Job Leonard van Gunsteren, acquired 430 shares of restricted stock and 1,345 performance stock units on February 11, 2026, indicating an increase in their equity ownership in the company.
The reporting person also sold 756 shares to cover tax requirements upon the vesting of the performance stock units, and an additional 58 shares to cover withholding taxes on restricted stock vesting.
The reporting person was granted 1,600 stock options on February 11, 2026, with a vesting schedule of 20% in year 1, 40% in year 2, and 40% in year 3.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Martin Luther Reid, acquired a total of 3,299 shares of Balchem Corp (BCPC) through a combination of restricted stock vesting and performance stock unit vesting.
The reporting person disposed of 1,201 shares to cover tax withholding requirements upon the vesting of restricted stock and performance stock units.
The reporting person was granted 3,400 stock options with a strike price of $178.68 and a 10-year expiration, vesting over a 3-year period.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Theodore L Harris, acquired over 25,000 shares of Balchem Corporation (BCPC) through a combination of restricted stock vesting and performance stock unit vesting.
Harris, who serves as the Chairman, President, and CEO of BCPC, also sold a portion of his shares to cover tax withholding, indicating a need to fund tax obligations related to the equity awards.
The insider ownership pattern shows a mix of share acquisitions and dispositions, which could suggest the reporting person is managing their personal portfolio while maintaining a significant stake in the company.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, George Graham, acquired 700 shares of Balchem Corp common stock, increasing his direct ownership to 3,200 shares.
Graham was also granted 2,600 stock options that vest over a 3-year period, adding to his existing derivative securities holdings.
The insider transaction indicates Graham's continued commitment to and confidence in the company, as he increases his equity stake through both restricted stock and stock option grants.

Insider Trading Filed: 2026-02-13

Key Insights

Insider William Backus acquired 490 shares of Balchem Corp (BCPC) on February 11, 2026, increasing his direct ownership to 6,007 shares.
Backus also received 1,664 performance stock units that vested on February 11, 2026, further aligning his interests with shareholders.
However, Backus sold 865 shares to cover tax withholding requirements upon the vesting of the performance stock units, indicating potential liquidity needs.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Frederic Boned, acquired a significant number of Balchem Corporation (BCPC) shares through restricted stock grants and performance stock unit vesting, indicating potential confidence in the company's future.
The reporting person also exercised stock options, suggesting he is taking advantage of the current stock price and potentially believes the stock has further upside potential.
The reporting person's transactions, including shares withheld for tax purposes, provide insight into his ownership and holdings in Balchem Corporation.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Michael Brent Tignor, acquired a total of 3,129 shares of BALCHEM CORP (BCPC) common stock through vesting of restricted stock and performance stock units.
Tignor disposed of 1,156 shares to cover tax withholding requirements upon vesting of restricted stock and performance stock units.
Tignor also received a grant of 4,400 stock options, which vest over a 3-year period.

Insider Trading Filed: 2026-02-13

Key Insights

Hatsuki Miyata, the EVP, CLO, and Secretary of Balchem Corporation, acquired 1,710 restricted shares and 2,247 performance stock units on February 11, 2026, demonstrating confidence in the company's long-term prospects.
Miyata sold 877 shares to cover tax requirements and an additional 181 shares to cover withholding taxes, suggesting he is actively managing his position and balancing his exposure.
The stock option grant of 6,300 shares with a 10-year expiration date and vesting schedule over 3 years aligns Miyata's incentives with long-term shareholder value creation.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Carl Martin Bengtsson, acquired 3,610 shares of restricted stock and 4,718 performance stock units, indicating continued executive commitment and alignment with shareholder interests.
The reporting person sold 2,416 shares to cover tax withholding requirements upon vesting of the performance stock units, suggesting routine portfolio management.
The reporting person was granted 13,200 stock options with a 10-year term, further aligning his compensation with long-term company performance.

Insider Trading Filed: 2026-02-13

Key Insights

Matthew David Wineinger, a director of Balchem Corporation, has acquired 870 shares of the company's common stock. This insider buying activity may signal management's confidence in the company's prospects.
The shares were acquired at no cost, as they appear to be part of a restricted stock grant that vests one year from the grant date. This type of equity compensation aligns the director's interests with those of shareholders.
Insider transactions can provide insights into management's outlook and the company's overall performance. Investors should monitor any further buying or selling activity by Balchem's directors and executives.

Insider Trading Filed: 2026-02-13

Key Insights

Daniel E. Knutson, a director at Balchem Corporation (BCPC), acquired 870 shares of the company's common stock, indicating his confidence in the company's future performance.
The insider buying, which vests in one year, suggests Knutson believes the stock is undervalued and has potential for appreciation.
Insider transactions can provide valuable insights into a company's prospects, and this purchase may signal positive sentiment among company leadership.

Insider Trading Filed: 2026-02-13

Key Insights

Kathleen B. Fish, a director of Balchem Corporation, has acquired 870 shares of the company's common stock, increasing her direct beneficial ownership to 3,429 shares.
The acquisition of shares appears to be part of a restricted stock grant, with the shares vesting one year after the grant date and subject to transfer restrictions.
Insider buying can be a positive signal for investors, as it may indicate the director's confidence in the company's future prospects.

Insider Trading Filed: 2026-02-13

Key Insights

Insider David B. Fischer has acquired 870 shares of Balchem Corporation (BCPC) common stock, increasing his direct ownership to 8,859 shares.
The shares were acquired through a restricted stock grant, with the ownership vesting one year from the grant date and subject to transfer restrictions.
Insider transactions can provide insights into management's confidence in the company's future prospects, though the significance of this particular transaction may be limited without additional context.

Insider Trading Filed: 2026-02-13

Key Insights

The reporting person, Monica Vicente, acquired 870 shares of the issuer's common stock on February 11, 2026. This suggests a positive outlook on the company's prospects.
The shares acquired are restricted and vest 1 year after the grant date, indicating a long-term investment horizon by the reporting person.
The reporting person is a director of the issuer, Balchem Corp, providing an insider's perspective on the company's operations and future direction.

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Important Information